Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
87,917,175
-
Share change
-
+233,343
-
Total reported value
-
$4,058,253,199
-
Price per share
-
$46.16
-
Number of holders
-
539
-
Value change
-
+$10,246,246
-
Number of buys
-
263
-
Number of sells
-
247
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2023
As of 30 Jun 2023,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
539 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
87,917,175 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Avantax Planning Partners, Inc., AMERIPRISE FINANCIAL INC, Financial Engines Advisors L.L.C., RATIONAL ADVISORS LLC, OneDigital Investment Advisors LLC, Rockbridge Investment Management, LCC, GOLDMAN SACHS GROUP INC, ENVESTNET ASSET MANAGEMENT INC, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
539
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.